Check the background of this investment professional on FINRA BrokerCheck

TAXES

Milevsky: The Most Important Financial Goal in Retirement Isn’t What You Think

{2 minutes to read}  In this article, we have an interview with an annuity expert named Moshe Milevsky, called The Most Important Financial Goal in Retirement Isn’t What You Think. 

The article explains that retirement is where annuities have a tremendous, tremendous advantage, which […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By |2022-06-13T16:30:09+00:00June 7th, 2022|Annuities, Blog, Financial Planning, Retirement Planning|0 Comments
Read More

Year-End Tax Planning – – Have You Started Yours?

As 2015 winds down, it is incumbent upon all people to start doing some year-end tax planning. Look at your current situation and determine what is it that you need to do to minimize your taxes. Do the right type of planning in 2015, so when tax time comes, you have the least amount of problems.

By |2016-10-23T00:14:24+00:00November 17th, 2015|Blog, Tax Planning|0 Comments
Read More

Let’s Collaborate!

With regard to financial matters, most people do things in a vacuum. They talk to all the right people: Attorney Life Insurance agent Banker Investment Advisor Property and Casualty Agent But each professional will answer questions and give advice based on their discipline which may differ from another professional’s answers and advice.

By |2011-01-26T16:55:25+00:00January 26th, 2011|Blog, Estate Planning, Financial Planning, Tax Planning|0 Comments
Read More

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory).Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.

Check the background of this investment professional on FINRA BrokerCheck